“The world is starved for AI compute, GPU availability has collapsed to zero, and the chipmakers selling the picks and shovels run like mad while everyone underestimates demand.”
“GPU availability for 200 has collapsed to zero. H100 is close behind. Whatever happens with the war, the AI complex is likely to lead any true sustainable bull market. Unsurprising to see SMH less than 1% from an all-time high.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.